Standing Out in the Crowd: Strategies for Marketing, Positioning, and Leveraging Networks in Family Wealth Management
Overview
Marketing and differentiating within the multi-family office market is an operational challenge for firms of every size and origin. This 2010 FOX Wealth Advisor Forum presentation takes a look at the latest FOX research of the MFO market and outlines not only the different marketing strategies firms employ but also how firms measure the effectiveness of those strategies and how this relationship-centric business requires a different take on traditional marketing methods.